 ANSHU LUKKA | THURSDAY, 17 AUG 2023 Family trusts are a powerful legal tool to help protect assets, preserve private family wealth across generations, and provide tax advantages. For those looking to pass on their wealth and legacy to future generations, setting up a family trust may ... Read more PAGE: 1 |
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Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.
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